vs
LANDS' END, INC.（LE）与OSI SYSTEMS INC（OSIS）财务数据对比。点击上方公司名可切换其他公司
OSI SYSTEMS INC的季度营收约是LANDS' END, INC.的1.5倍（$464.1M vs $317.5M），OSI SYSTEMS INC净利率更高（8.3% vs 1.6%，领先6.7%），OSI SYSTEMS INC同比增速更快（10.5% vs 0.1%），OSI SYSTEMS INC自由现金流更多（$55.5M vs $-22.4M），过去两年OSI SYSTEMS INC的营收复合增速更高（7.0% vs -0.9%）
Lands' End是1963年诞生于美国芝加哥的服饰零售品牌，最初以邮购游艇用品起家，目前业务拓展至服饰、箱包与家居用品领域。截至2024年2月，品牌在美国本土共开设26家门店，总部位于威斯康星州道奇维尔。品牌名源自地名兰兹角，因创立时印刷错了撇号位置又无力重印，错拼的名称便沿用至今。
OSI系统公司是总部位于美国加利福尼亚州的企业，主营安全检测系统、医疗设备及光电器件三大业务板块，产品涵盖机场安检X光机、金属探测器、医疗监护与麻醉系统等，旗下拥有Spacelabs Healthcare、Rapiscan Systems、OSI Optoelectronics等子公司，全球员工规模约3180人。
LE vs OSIS — 直观对比
营收规模更大
OSIS
是对方的1.5倍
$317.5M
营收增速更快
OSIS
高出10.4%
0.1%
净利率更高
OSIS
高出6.7%
1.6%
自由现金流更多
OSIS
多$77.9M
$-22.4M
两年增速更快
OSIS
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $464.1M |
| 净利润 | $5.2M | $38.7M |
| 毛利率 | 51.8% | 32.7% |
| 营业利润率 | 5.3% | 12.7% |
| 净利率 | 1.6% | 8.3% |
| 营收同比 | 0.1% | 10.5% |
| 净利润同比 | 198.3% | 2.3% |
| 每股收益（稀释后） | $0.17 | $2.22 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收LEOSIS
| Q4 25 | $317.5M | $464.1M | ||
| Q3 25 | — | $384.6M | ||
| Q2 25 | $261.2M | $505.0M | ||
| Q1 25 | — | $444.4M | ||
| Q4 24 | $318.6M | $419.8M | ||
| Q3 24 | $317.2M | $344.0M | ||
| Q2 24 | $285.5M | $480.9M | ||
| Q1 24 | $514.9M | $405.4M |
净利润LEOSIS
| Q4 25 | $5.2M | $38.7M | ||
| Q3 25 | — | $20.6M | ||
| Q2 25 | $-8.3M | $52.7M | ||
| Q1 25 | — | $41.1M | ||
| Q4 24 | $-593.0K | $37.8M | ||
| Q3 24 | $-5.3M | $17.9M | ||
| Q2 24 | $-6.4M | $44.7M | ||
| Q1 24 | $-8.6M | $34.0M |
毛利率LEOSIS
| Q4 25 | 51.8% | 32.7% | ||
| Q3 25 | — | 32.0% | ||
| Q2 25 | 50.8% | 33.3% | ||
| Q1 25 | — | 33.8% | ||
| Q4 24 | 50.6% | 35.1% | ||
| Q3 24 | 47.9% | 35.3% | ||
| Q2 24 | 48.7% | 32.1% | ||
| Q1 24 | 38.0% | 33.6% |
营业利润率LEOSIS
| Q4 25 | 5.3% | 12.7% | ||
| Q3 25 | — | 8.6% | ||
| Q2 25 | -0.9% | 14.5% | ||
| Q1 25 | — | 12.7% | ||
| Q4 24 | 2.9% | 13.8% | ||
| Q3 24 | 0.8% | 8.8% | ||
| Q2 24 | 0.8% | 13.1% | ||
| Q1 24 | 1.6% | 12.7% |
净利率LEOSIS
| Q4 25 | 1.6% | 8.3% | ||
| Q3 25 | — | 5.3% | ||
| Q2 25 | -3.2% | 10.4% | ||
| Q1 25 | — | 9.3% | ||
| Q4 24 | -0.2% | 9.0% | ||
| Q3 24 | -1.7% | 5.2% | ||
| Q2 24 | -2.3% | 9.3% | ||
| Q1 24 | -1.7% | 8.4% |
每股收益（稀释后）LEOSIS
| Q4 25 | $0.17 | $2.22 | ||
| Q3 25 | — | $1.18 | ||
| Q2 25 | $-0.27 | $3.04 | ||
| Q1 25 | — | $2.40 | ||
| Q4 24 | $-0.02 | $2.22 | ||
| Q3 24 | $-0.17 | $1.05 | ||
| Q2 24 | $-0.20 | $2.57 | ||
| Q1 24 | $-0.27 | $1.95 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $36.3M | $336.7M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $231.0M | $845.5M |
| 总资产 | $852.7M | $2.5B |
| 负债/权益比越低杠杆越低 | — | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资LEOSIS
| Q4 25 | $36.3M | $336.7M | ||
| Q3 25 | — | $124.4M | ||
| Q2 25 | $18.1M | $106.4M | ||
| Q1 25 | — | $95.8M | ||
| Q4 24 | $30.4M | $101.6M | ||
| Q3 24 | $25.6M | $85.1M | ||
| Q2 24 | $27.4M | $95.4M | ||
| Q1 24 | $25.3M | $101.4M |
总债务LEOSIS
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $442.2M | ||
| Q2 25 | — | $471.6M | ||
| Q1 25 | — | $473.2M | ||
| Q4 24 | — | $474.8M | ||
| Q3 24 | — | $476.3M | ||
| Q2 24 | — | $137.6M | ||
| Q1 24 | — | — |
股东权益LEOSIS
| Q4 25 | $231.0M | $845.5M | ||
| Q3 25 | — | $946.0M | ||
| Q2 25 | $230.1M | $951.1M | ||
| Q1 25 | — | $879.3M | ||
| Q4 24 | $223.6M | $825.8M | ||
| Q3 24 | $226.5M | $786.5M | ||
| Q2 24 | $234.6M | $863.5M | ||
| Q1 24 | $241.6M | $813.4M |
总资产LEOSIS
| Q4 25 | $852.7M | $2.5B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | $760.5M | $2.2B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | $843.6M | $2.1B | ||
| Q3 24 | $802.5M | $2.1B | ||
| Q2 24 | $800.1M | $1.9B | ||
| Q1 24 | $811.5M | $1.8B |
负债/权益比LEOSIS
| Q4 25 | — | 1.19× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.54× | ||
| Q4 24 | — | 0.57× | ||
| Q3 24 | — | 0.61× | ||
| Q2 24 | — | 0.16× | ||
| Q1 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-15.7M | $62.2M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $55.5M |
| 自由现金流率自由现金流/营收 | -7.1% | 12.0% |
| 资本支出强度资本支出/营收 | 2.1% | 1.4% |
| 现金转化率经营现金流/净利润 | -3.03× | 1.61× |
| 过去12个月自由现金流最近4个季度 | $-55.0M | $137.2M |
8季度趋势，按日历期对齐
经营现金流LEOSIS
| Q4 25 | $-15.7M | $62.2M | ||
| Q3 25 | — | $17.1M | ||
| Q2 25 | $-22.5M | $562.0K | ||
| Q1 25 | — | $81.6M | ||
| Q4 24 | $-17.1M | $52.5M | ||
| Q3 24 | $30.7M | $-37.2M | ||
| Q2 24 | $-25.8M | $-29.0M | ||
| Q1 24 | $93.9M | $-52.1M |
自由现金流LEOSIS
| Q4 25 | $-22.4M | $55.5M | ||
| Q3 25 | — | $10.1M | ||
| Q2 25 | $-30.7M | $-5.6M | ||
| Q1 25 | — | $77.1M | ||
| Q4 24 | $-27.8M | $47.1M | ||
| Q3 24 | $26.0M | $-44.9M | ||
| Q2 24 | $-32.6M | $-37.5M | ||
| Q1 24 | $87.5M | $-57.0M |
自由现金流率LEOSIS
| Q4 25 | -7.1% | 12.0% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | -11.8% | -1.1% | ||
| Q1 25 | — | 17.4% | ||
| Q4 24 | -8.7% | 11.2% | ||
| Q3 24 | 8.2% | -13.0% | ||
| Q2 24 | -11.4% | -7.8% | ||
| Q1 24 | 17.0% | -14.1% |
资本支出强度LEOSIS
| Q4 25 | 2.1% | 1.4% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | 3.2% | 1.2% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | 3.3% | 1.3% | ||
| Q3 24 | 1.5% | 2.2% | ||
| Q2 24 | 2.4% | 1.8% | ||
| Q1 24 | 1.2% | 1.2% |
现金转化率LEOSIS
| Q4 25 | -3.03× | 1.61× | ||
| Q3 25 | — | 0.83× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | — | 1.98× | ||
| Q4 24 | — | 1.39× | ||
| Q3 24 | — | -2.07× | ||
| Q2 24 | — | -0.65× | ||
| Q1 24 | — | -1.53× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
LE
| U Se Commerce | $179.8M | 57% |
| Business Outfitters Revenue | $78.8M | 25% |
| Licensing And Retail | $20.2M | 6% |
| Other | $19.8M | 6% |
| Third Party | $18.9M | 6% |
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
